Rick Cotton
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
Mr. Richard J.
Cotton, CFA MBA, is a Senior Vice President & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He began his career in the financial services industry in 1984 and has over 30 years of financial experience primarily focused on portfolio construction and management.
Mr. Cotton is Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors.
Mr. Cotton received his MBA from Nova Southeastern University and his Bachelor degree from the University of Florida.
Actieve functies van Rick Cotton
| Bedrijven | Functie | Begin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portefeuillebeheerder-Aandelen | 01-09-2005 |
Eerdere bekende functies van Rick Cotton
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Rick Cotton
| University of Florida | Undergraduate Degree |
| Nova Southeastern University, Inc. | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
